SCOTIA CAPITAL INC.
Institutional investor · Portfolio as of Q3 2021
Top Holdings852 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 7.3M | $726.8M | 5.3% | $53.39 | +57.97% | 12 qtrssince 2018-Q4 | Increased 62 |
BANK OF NOVA SCOTIA | 11.7M | $722.5M | 5.3% | $31.82 | +53.45% | 5 qtrssince 2020-Q3 | Decreased 0 |
TORONTO-DOMINION BANK | 9.4M | $619.5M | 4.5% | $37.96 | +46.30% | 12 qtrssince 2018-Q4 | Increased 60 |
APPLE INC | 3.2M | $456.3M | 3.3% | $113.97 | +21.10% | 5 qtrssince 2020-Q3 | Increased 58 |
MICROSOFT CORP | 1.6M | $446.9M | 3.3% | $124.56 | +120.21% | 12 qtrssince 2018-Q4 | Increased 59 |
ENBRIDGE INC | 10.8M | $428.2M | 3.1% | $20.80 | +47.16% | 12 qtrssince 2018-Q4 | Decreased 0 |
BCE INC | 7.2M | $362.5M | 2.6% | $26.44 | +39.08% | 12 qtrssince 2018-Q4 | Increased 53 |
FORTIS INC | 6.3M | $278.1M | 2.0% | $28.52 | +32.14% | 12 qtrssince 2018-Q4 | Decreased 0 |
| 5.1M | $271.8M | 2.0% | — | — | 12 qtrssince 2018-Q4 | Increased 50 | |
AMAZON.COM INC | 81,482 | $267.7M | 1.9% | $158.89 | +3.89% | 5 qtrssince 2020-Q3 | Increased 55 |
VISA INC-CLASS A SHARES | 1.1M | $252.6M | 1.8% | $159.04 | +34.85% | 12 qtrssince 2018-Q4 | Increased 52 |
CANADIAN NATL RAILWAY CO | 2.1M | $244.1M | 1.8% | $69.79 | +52.71% | 12 qtrssince 2018-Q4 | Decreased 0 |
BANK OF MONTREAL | 2.4M | $244M | 1.8% | $49.57 | +65.70% | 5 qtrssince 2020-Q3 | Increased 49 |
TC ENERGY CORP | 4.7M | $227.6M | 1.7% | $35.63 | +8.91% | 10 qtrssince 2019-Q2 | Increased 50 |
MANULIFE FINANCIAL CORP | 11.4M | $219.1M | 1.6% | $10.62 | +51.23% | 12 qtrssince 2018-Q4 | Increased 50 |
TELUS CORPORATION | 9.9M | $216.6M | 1.6% | $12.88 | +36.30% | 12 qtrssince 2018-Q4 | Increased 50 |
ALPHABET INC-CL A | 75,808 | $202.7M | 1.5% | $58.35 | +128.52% | 12 qtrssince 2018-Q4 | Increased 50 |
CAN IMPERIAL BK OF COMMERCE | 1.8M | $200.2M | 1.5% | $27.49 | +68.93% | 12 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 1.1M | $187.8M | 1.4% | $87.58 | +68.82% | 12 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL C | 63,452 | $169.1M | 1.2% | $58.69 | +127.50% | 12 qtrssince 2018-Q4 | Increased 50 |
SCOTIA CAPITAL INC. manages $13.7B across 852 positions as of Q3 2021. Top holdings: RY (5.3%), BNS (5.3%), TD (4.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 5/5.0.
Active quarter - 73 new positions, 46 exits, 501 increased. Top move: RY (INCREASED, conviction 62). Portfolio: $13.7B across 852 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer